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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,129 | $138,102-89.0% | $125,381-87.9% | $134,532-88.8% |
| Participation rate | 15.8% | 84.5%-68.7pp | 82.4%-66.6pp | 81.2%-65.4pp |
| Annual return | -68.85% | 750.73%-819.6pp | 572.31%-641.2pp | 418.27%-487.1pp |
| Employer contribution / active EE | $1,397 | $5,245-73.4% | $4,815-71.0% | $4,741-70.5% |
| Participant deferral / active EE | $883 | $7,801-88.7% | $7,448-88.1% | $6,401-86.2% |
| Admin fee / account holder | $85 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |